For RIAs, wealth managers and advisors who manage client portfolios
AI visibility for investment managers
When someone with new money asks AI "who should manage this?", does it say your firm's name?
AEOptim pulls the word-for-word answers Google's AI Overviews, ChatGPT, Perplexity, Gemini and Claude give investors about your firm, and the managers they suggest in its place. The Free AI Check sends one real investor question to one AI tool, from your city. About two minutes. No card and no call. We don't publish anything for you.
- Free AI Check$0
- Search & Ask Workup$450one time
- Answer Kit$350one time
- AEOptim Visibilityfrom $350a month
When the money gets serious, some people ask AI first
A business sale, an inheritance, a big year of vested RSUs, a 401(k) rollover. That's when a household starts looking for someone to manage the money, and some start by asking ChatGPT or Perplexity: I just sold my company, who should handle the investing?
AI replies in prose and names a manager or two along the way; nobody scrolls ten blue links. Good Google rankings don't guarantee a firm a place in that prose.
What gets a firm named is mostly what AI can read about it: what you do, how you invest, what it costs, who you work with. When your site doesn't say those things plainly, AI leans on national brands and directories whose pages do.
The client's questions
What does 1 percent actually come to?
People ask AI to do this math before they call anyone. Slide the portfolio to see it, and the kind of question asked at that level.
$500K
Asked of AI at this level
Do I have enough money for a wealth manager, or will they even take me?
1 percent of assets
$5K a year
per year, and it moves with the portfolio
A flat fee, for example
$10K a year
an example flat fee, the same at any size
the getting-started question
$1M
Asked of AI at this level
What does a wealth manager cost? Is 1 percent of my assets normal?
1 percent of assets
$10K a year
per year, and it moves with the portfolio
A flat fee, for example
$10K a year
an example flat fee, the same at any size
the fee question
$2M
Asked of AI at this level
Is a wealth manager worth it, or should I just buy index funds and use a robo-advisor?
1 percent of assets
$20K a year
per year, and it moves with the portfolio
A flat fee, for example
$10K a year
an example flat fee, the same at any size
the comparison question
$5M
Asked of AI at this level
How do I know if an advisor is a fiduciary all the time, or only when it suits them?
1 percent of assets
$50K a year
per year, and it moves with the portfolio
A flat fee, for example
$10K a year
an example flat fee, the same at any size
the trust question
$10M
Asked of AI at this level
Who should manage a portfolio this size, near me?
1 percent of assets
$100K a year
per year, and it moves with the portfolio
A flat fee, for example
$10K a year
an example flat fee, the same at any size
the naming question
Example arithmetic only. Not advice, and not a recommendation on how any advisor should charge. AI answers this comparison with firm names attached.
Check your own site
What AI needs to read before it names an investment firm
Set your site beside this list. Anything it doesn't cover, AI answers with a national brand's page or another manager's, or it leaves you out.
- What you do. A portfolio built, run and watched by someone accountable, plus any planning that comes with it.
- How you invest, in plain words. Allocation, active or passive, how you rebalance, what you do in a down year. Describe the process. Leave the returns out: performance has its own requirements under the SEC Marketing Rule, and an AI answer can repeat a number without the disclosures around it.
- How you're paid. A percentage of assets, a flat fee, commissions, or a mix, what's included, in the words your compliance approves.
- Your minimums. State them, or state that there aren't any. "Do I have enough?" is the first quiet question, and most firm sites never answer it.
- Who you serve. Business owners after a sale, families with an inheritance, people near retirement. "Clients of all sizes" gives AI nothing to match.
- How a household starts. The first meeting, what to bring, how often you'll talk.
- Office and coverage. Where clients can meet you in person, and which states you advise by video.
- Where the assets are held. Name the custodian (or broker-dealer) and link your ADV brochure or BrokerCheck page, the two places a careful investor checks.
- Fiduciary status and credentials, in approved wording. Fee-only, fiduciary, CFP, CFA are claims your firm makes; we use them only as compliance has phrased them.
- Consistent listings. An old AUM minimum on a directory and a new one on your site gives AI two answers. Keep your site, Google Business Profile and listings aligned.
Near me
The answer changes at the city line
Example questions
- "fee-only fiduciary near me"
- "wealth manager near me"
- "investment advisor in city"
- "fiduciary advisor near me for a 401(k) rollover"
Ask the same question in Scottsdale and in Columbus and different firms come back. People want an advisor they could sit across from, even if they end up meeting on a screen. Repeat it in the same city and you may get a new name, which is why AEOptim Visibility runs each question several times and waits for a change to hold.
Client vocabulary
Words investors ask AI to explain
These come up in nearly every first meeting. Put them in plain English on your site and AI can use your version.
- Fee-only
- Paid by the client alone, with no commissions. Often the first filter a careful investor applies.
- Fiduciary
- Required to put the client's interest first. People ask whether that holds all the time.
- RIA
- A registered investment adviser, registered with the SEC or a state. Often contrasted with a wirehouse, the national brokerage model many independents left.
- Risk tolerance
- How much downside a client can live with. Where every real plan starts.
- Asset location
- Which holdings sit in taxable accounts and which in retirement accounts.
- AUM fee
- A fee based on the assets you manage: the 1 percent everyone asks AI to explain.
- Discretionary management
- You make trades without calling first. People want to know what that means for them.
- Tax-loss harvesting
- Selling losing positions to offset gains. High earners ask about it every December.
- Robo-advisor
- The automated alternative. AI compares you to it either way.
What a clear site does
How your website helps AI help them
Clear pages let an investor's AI assistant:
Find you
when someone asks for a portfolio manager near them or for their situation.
Quote your fees correctly.
It passes on what your fee schedule says. Leave last year's breakpoints up, and those are the breakpoints investors hear.
Say whether an investor fits.
State your minimum and who you serve, and AI can answer that before anyone calls you.
Lead them to an introductory meeting.
No AI assistant has a booking deal to reserve time on a financial advisor's calendar today. It can give a household your phone number or scheduling page, and the household takes the next step. A page on how onboarding works, with a request form, helps that step happen.
Google's own guidance: no special files or code are needed for its AI answers, only clear pages and correct listings. If your broker-dealer's approved vendor built the site, ask what you can change.
What we won't do
The lines we don't cross, for investment firms
Copy for an investment adviser is drafted to the SEC Marketing Rule. Testimonials include the disclosures it requires, and no performance claim is published ahead of your compliance review.
- No returns, real or hypothetical. We don't write returns, model results or "what your money could grow to." Your investment approach is described as a process, not a promise.
- We don't write "best," "top-rated" or "expert" about your firm, and we don't add "fiduciary," "fee-only," "CFP" or "CFA" where your compliance hasn't approved it.
- Dually registered or with a broker-dealer? FINRA Rule 2210 puts a principal's approval ahead of any retail communication, and our pages sit until that approval arrives. FINRA's Regulatory Notice 26-14 suggests changing the review; it is a proposal, not the rule. If your broker-dealer has an approved-vendor list, raise us there first.
- Accounts and holdings are off limits. AEOptim doesn't connect to your custodian, your CRM, your portfolio software or client files; it uses only your public site and listings.
- Review records for your CCO. AEOptim Visibility keeps every draft in a review queue with a dated log of drafting, edits and approval.
- Nothing is posted in your name before you approve it.
- Nobody, us included, can promise rankings or AI mentions.
The path, with prices
What the check shows, and what comes next
$0
Free AI Check
One live AI engine (Perplexity), one client question, in your city. The answer as it came back, names included. About two minutes. No card.
$450, one time
Search & Ask Workup
Five AI engines: Google AI Overviews, ChatGPT, Perplexity, Gemini and Claude. Plus live Google search data: what investors in your market search for and who ranks ahead of you. A fix list, in order, and the report is yours to hand to anyone.
$350, one time
Answer Kit
Your homepage and up to six service pages. Answers to the questions investors ask, drafted only from what your pages already say. Facts about your services, not advice. You approve every answer.
from $350 a month
AEOptim Visibility
Your questions re-asked monthly on all five engines, several runs each, with a plain verdict on whether a change is real. Higher plans add an AI assistant that drafts work for your approval. Change or stop any month.
If you'd rather have it done for you: Web Everything. When AI has your firm's name, address or services wrong across directories, Web Everything's Listings Cleanup corrects them.
Owner questions
FAQ
Do people really ask AI who should manage their money?
Some do, often right after a sale, an inheritance or a rollover. Skip the national surveys: the free check shows you the answer someone in your own city gets.
What will AI say about our fees?
Whatever it can find. If your fee page is vague, AI answers the fee question with someone else's numbers. Say plainly how you charge, and your version is the one it can repeat.
Can we put our returns on the site so AI picks them up?
That's your compliance reviewer's call: performance has its own requirements under the SEC Marketing Rule, and we don't publish performance claims without that review. Your site can describe how you invest, as a process, without a single return on it.
Will our CCO, or our broker-dealer, approve this work?
We draft inside SEC, state and FINRA rules, and every word waits for your sign-off. Your compliance reviewer knows your state's rules and gets the final call. The drafts are mostly facts: who you manage money for, how you charge, your process, your first meeting.
Will an AI assistant put prospects on our calendar?
Not through a booking deal; none has one with financial advisors today. It can hand over your number or scheduling page, and the prospect calls.
How long until investors hear our name from AI?
No one can promise that honestly. We can show where the answers stand now and report monthly on whether they moved. Allow for your compliance review time too.
What's step one?
Run the Free AI Check with your city. Two minutes, then judge for yourself. AEOptim covers other kinds of advisory firms too; the Wealth page lists them.
AEOptim is an app that shows how AI engines represent your firm, and helps you improve it. This page is general information for advisory firms and is not investment, tax, or legal advice. Nothing here promises rankings, citations, performance, or client outcomes.
Start here
See what AI says when someone in your city asks who should manage their money.
Questions before you try it? Reach us at 313-395-8171 or human@aeoptim.com.
Last updated September 26, 2026. AEOptim, a Web Everything company.